The Refunds Report is a sales report that displays any refunds made during the selected date range and relevant details about each refund. This report can be used to review and manage your refunds.
This article describes how to view the Refunds Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.In this article:
To view the Refunds Report:
- Click the App Drawer button
. - In the App Drawer, click Reports.
- On the Reports menu, click Sales.
- On the Sales menu, click Refunds. The Refunds Report is displayed.
Summary cards in the Refunds Report
| Summary cards | Description |
| Amount | The total funds returned to clients during the selected date range. |
| Total | The total number of refunds made during the selected date range. |
Headings in the Refunds Report
| Heading | Description |
| ID | The transaction ID for the refunded transaction. |
| Date | The date and time that the refund was issued by the system. |
| Client | The name, email, phone number, and profile image of the client who the refund was made to is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more. |
| Purchases | The name of the item refunded. Click the name to view the item on the client’s Purchases page of their profile. |
| Refund Method | The payment method used to refund the transaction to the client. |
| Refunds | The amount refunded to the client. |
| Not Refunded | The amount of the original value that was not refunded back to the client, if any, is listed. |
| Notes | If any notes were made about this refund when it was issued, an icon will appear in this column. Hover over the icon to read the note. |
| Refund | If the refund was made in full, this column will be labelled Full. If a partial refund was issued, an icon will appear in this column. Click the icon to open the refund menu and complete the refund in full or partial. |
Advanced filters in the Refunds Report
| Filter | Description |
| Payment Method | Use this filter to determine which sales to include in the report based on the payment methods used. |
| Groups | Use this filter to determine which clients to include in the report based on their client group. NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups. |